|
1
|
The Family Firm
Bethesda,
Maryland
|
$5.23M
|
+$230K
|
+9,287
|
+5%
|
|
|
2
|
Efficient Market Advisors
San Diego,
California
|
$1.61M
|
-$810K
|
-32,758
|
-33%
|
|
|
3
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.51M
|
-$78.9K
|
-3,191
|
-5%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.29M
|
+$631K
|
+25,509
|
+95%
|
|
|
5
|
IMS Capital Management
Portland,
Oregon
|
$1.26M
|
+$97.6K
|
+3,949
|
+8%
|
|
|
6
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.19M
|
+$1.07M
|
+43,290
|
+872%
|
|
|
7
|
MSI Financial Services
Springfield,
Massachusetts
|
$980K
|
-$346K
|
-14,013
|
-26%
|
|
|
8
|
Advisors Preferred
Rockville,
Maryland
|
$974K
|
-$519K
|
-21,000
|
-35%
|
|
|
9
|
|
$922K
|
-$1.67M
|
-67,725
|
-64%
|
|
|
10
|
|
$886K
|
-$116K
|
-4,704
|
-12%
|
|
|
11
|
First Foundation Advisors
Irvine,
California
|
$798K
|
+$800K
|
+32,350
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$703K
|
+$259K
|
+10,473
|
+58%
|
|
|
13
|
National Planning Corporation
El Segundo,
California
|
$684K
|
-$382K
|
-15,439
|
-36%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$669K
|
-$26.4K
|
-1,067
|
-4%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$575K
|
-$5.31M
|
-214,975
|
-90%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$543K
|
–
|
–
|
–
|
|
|
17
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$508K
|
+$69.6K
|
+2,816
|
+16%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$465K
|
-$7.32K
|
-296
|
-2%
|
|
|
19
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$412K
|
+$413K
|
+16,718
|
New
|
|
|
20
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$368K
|
+$9.89K
|
+400
|
+3%
|
|
|
21
|
WrapManager Inc
Mill Valley,
California
|
$332K
|
+$333K
|
+13,470
|
New
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$198K
|
-$7.91K
|
-320
|
-4%
|
|
|
23
|
D.A. Davidson & Co
Great Falls,
Montana
|
$175K
|
–
|
–
|
–
|
|
|
24
|
|
$85K
|
+$29.5K
|
+1,195
|
+53%
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$78K
|
-$106K
|
-4,302
|
-57%
|
|
